See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,496 | $67,606-1.6% | $82,313-19.2% | $70,131-5.2% |
| Participation rate | 74.5% | 72.8%+1.8pp | 76.9%-2.3pp | 69.5%+5.0pp |
| Annual return | 17.66% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $665 | $1,755-62.1% | $2,428-72.6% | $2,342-71.6% |
| Participant deferral / active EE | $3,315 | $2,987+11.0% | $3,706-10.6% | $3,332-0.5% |
| Admin fee / account holder | $1,620 | $4,512-64.1% | $5,608-71.1% | $4,645-65.1% |